Migrating contacts from Hubspot

Migrating contacts from Hubspot into your ActiveCampaign account may seem like a daunting task. This article will share some tips from our migration team, as well as a quick walk through of how to export your contacts from Hubspot and import them into ActiveCampaign.

Terminology
Before we begin, it’s important to point out the different terminologies that both platforms use:

Hubspot               ActiveCampaign
Contact Properties Custom Fields
Email Campaign
File Manager Image Manager
Lead Flow Site Message
Smart List Segment
Static List List
Workflow Automation
Workflow Settings Automation
Workflow Goal Goal (in Automation Actions)

Cleaning your import file
Aside from terminology, the other main difference to point out is the number of Contact Properties, or Fields each platform offers. Hubspot has around 200 standard Contact Properties, whereas ActiveCampaign offers six standard Custom Fields with the option to create as many custom fields as you like.

The six fields standard fields that ActiveCampaign offers are: Full Name, First Name, Last Name, Phone, Organization.

We recommend taking a long, hard look at your Hubspot export, and really paring down the number of fields to only include those that you need. This will keep you and your team more organized and it will be easier for you to locate data.

For more tips on cleaning up your file, be sure to check out our troubleshooting import article here.

To learn how to import contacts with multiple tags, click here.
To learn how to import contacts with multiple values in the same field, click here.

Save two versions of your file
Make sure to save your original Hubspot export file and then create a new, clean file for importing. That way, if at a later date you find that you do need certain fields in ActiveCampaign, you can easily re-import your contacts with those fields. Just make sure to check the “Update Contacts” field on the import page.

Export all contacts with all fields
Follow the steps below to export all contacts with all fields:

  1. Log into your Hubspot account
  2. From the main dashboard, click “Contacts” located in the top navigation.

    HS_Contacts.png

  3. Select “Contacts” from the drop-down menu.

    HS_contact_dropdown.png

  4. You will be directed to the Contacts page. Click the “Options” menu then click “Export.”

    HS_Click_options_and_export.png

    Export contacts with specific fields
    Follow the steps below to export contacts with specific fields:
    1. Log into your Hubspot account.
    2. From the main dashboard, click “Contacts” located in the top navigation.

      HS_Contacts.png

    3. Select “Contacts” from the drop-down menu.

      HS_Contacts_2.png

    4. Click the “Add filter” and select the properties you wish to export by clicking them.

      HS_Contacts_Filter.gif

    5. You then have the option to export directly with those properties:

      hs_export.png

      Or save the filter and export later:

      hs_save_filter.png
    For more information on how to export your contacts from Hubspot, please see this help article.

Import your contacts into ActiveCampaign
Once you have exported your contacts, you'll want to remove any unwanted fields and save your file as a CSV file. Click here to learn how to save your spreadsheet as a CSV.

After that you'll want to create a list in ActiveCampaign to add your contacts to if a list doesn't exist in your account already. To create a list, go to the Lists overview page and click “Add New List.”

Go_to_lists_click_add_new_list.png

Then fill out the modal pop up and click “Create List.”

Complete_new_list_modal.png

Now, you're ready to import your file. To get started:

  1. Click “Contacts” and click “Import.”

    Click_import.png

  2. Click “Import from file.”

    Import_from_file.png

  3. Select the file from your hard drive.
  4. Map the fields in your file to fields in ActiveCampaign. If the fields do not yet exist in ActiveCampaign, select “Add New Field” from the “Map Into Field” dropdown and create your field:

    Click_add_new_field_import.png

  5. You may be asked to answer three questions about the list you are importing. This is to ensure compliance with our processes and Terms of Service:

    compliance_three_questions.png

  6. Select the list you wish to add your contacts to by clicking it.

    HS_select_list.png

  7. In the import box, select “Import As Active Contacts” if these contacts are valid and have opted into receiving communications from you.

    HS_import_as_active_contact.png
  8. Click “Import Now.”

    HS_import_now.png

Once the import is complete, you can check your recent imports report to see which contacts were not added and why. We also recommend viewing one of the imported contacts to ensure all fields were imported properly.

 

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